With innovation on the rise and interest rate hikes likely over, investors may want to pay closer attention to emerging market stocks.
Global Perspectives: The emerging return potential of emerging markets Copy
Global Perspectives: The emerging return potential of emerging markets
With innovation on the rise and interest rate hikes likely over, investors may want to pay closer attention to emerging market stocks.
“Higher-for-longer” positive for loans but stay selective
Higher-for-longer rates creates opportunity and risk within European loans with quality names expected to outperform highly leveraged credits.
European and Global High Yields
Please view Tom Ross, Global Head of High Yield and Portfolio Manager as he delivered a quarterly update on the European and Global High Yield strategies on Thursday 25 April.
Can liquid alternatives strategies ride a pickup in M&A activity in 2024?
With M&A activity showing signs of a potentially significant revival in 2024, David Elms, Head of Diversified Alternatives, and Julius Bird, Client Portfolio Manager, discuss what this could mean for investors allocating to alternatives.
European espresso: is this a turning point for semiconductors?
In the latest of our European Espresso series, Portfolio Manager Robert Schramm-Fuchs shares his insights on the current performance of the semiconductor sector.
Content team guide
Julius Bird, CAIA
Julius Bird is a Client Portfolio Manager on the Diversified Alternatives Team at Janus Henderson Investors.
A “monetarist” perspective on current equity markets (Q2 2024)
Conflicting signals from cycle and monetary influences on the economy and asset prices suggest increased uncertainty for equity markets, explains Simon Ward, Economic Adviser.
Global Technology Leaders – Strategy update
Please watch Alison Porter, Portfolio Manager on the Global Technology team, provide a quarterly update on the Global Technology Leaders strategy, and her latest market perspectives and outlook. This webcast took place on Thursday 23 April.